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- Custodian
- Charles Schwab & Company · Interactive Brokers · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-15-2014
- Office Locations
- 1
Office Locations
About Eddy Company, LLC
Eddy Company, LLC is an accounting and investment management firm serving individuals/couples and small entities (S corps, LLCs, partnerships, nonprofits) with tax preparation plus financial planning and portfolio construction. Portfolios lean on ETFs with a risk-managed asset-allocation approach and some fixed income. Led by founder Brian T. Eddy (MBA, CFA, CFP, AEP) with a stated focus on modern, tech-forward client service; custody includes Schwab.
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Owner & Executives
Brian Thomas Eddy
Advisor, Chief Executive Officer
- CRD
- #4125425
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,574,962 | -- |
| Total | $10,574,962 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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